Dubois Wealth Management provides investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios. They also offer financial planning covering investments, insurance, taxes, retirement, and college planning. Dubois Wealth Management primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$5.9M
Clients14
Advisors1
Avg. per Client$420K
Avg. per Advisor$5.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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